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Top 20 Helpful Tips & Tricks for Bluebeam Revu

Introduction to Bluebeam Revu

Bluebeam Revu is an extremely powerful tool for the architecture, engineering, and construction (AEC) community that allows users to markup, takeoff, organize, and collaborate PDF files easier than before. Annotating and measuring is now faster than before and the new studio features allow you to collaborate in real-time. 

Tools are only as good as our ability to use them. That’s why we want to help you power up your knowledge of Bluebeam Revu. This article is a Revu Tool Kit — a collection of useful tips, tricks, and keyboard shortcuts to supercharge your Bluebeam Revu workflows.

 

Top 20 Tips and Tricks for Bluebeam Revu

Here are some tips & tricks that will help you extract even more out of Revu.

1. Call out multiple areas on a drawing from a single comment

Place the Callout tool on the PDF, then right-click the arrow and select “Add Leader” to draw additional leader lines. Repeat the steps to point to multiple locations on your drawing.

Bluebeam Revu Tip #1

 

2. Apply markups to all pages

Right-click your markup and select “Apply to All Pages” to place that markup at the same location on every page in your document.

Bluebeam Revu Tip #2

 

3. Automatically auto-size text boxes

If you always want your text boxes to be perfectly sized for the text they contain, go to Revu> Preferences> Tools > Markup and select the checkbox “Autosize Text Box and Callout Markups”. Or use keyboard shortcut Alt + Z to auto-size a single markup.

Bluebeam Revu Tip #3

Bluebeam Revu Tip #3

 

4. View frequently used tabs and panels on a second monitor

Optimize your dual monitor workspace! If you frequently access tabs and panels like the Tool Chest and Markups List, you can click and drag them over to your second monitor so that they are always in view. Then you can also make them as large as you’d like.

 

5. Hyperlink your markups

To add a hyperlink to any markup, right-click the markup and select “Edit Action” from the context menu, then choose the hyperlink option. You can also use the keyboard shortcut Ctrl + Shift + E.

Bluebeam Revu Tip #5

Bluebeam Revu Tip #5

 

6. Open Hyperlinked content in a new document tab

Clicking a hyperlink in Revu will take you from your current document into the linked content. However, if you’d like to stay where you are and open the link in a new document tab, simply hold down the Ctrl key while clicking the link.

 

7. Check if your PDF is a scanned document or an original vector file

For a simple way to tell if a new file is a vector or scanned, zoom into the drawing-think 800%+. If it begins to pixelate, it’s scanned. If it stays crisp, it’s a vector.

You can also try highlighting the text in a document. Vector documents will allow for text to be selected, whereas scanned documents will only recognize text if OCR has been run. Vector files allow you to snap to content to quickly get the most accurate measurements, so we recommend asking for vector files instead of scans whenever possible.

Note: Some vector content may not be selectable, such as SHX font.

 

8. Export PDFs to Word or Excel format

You can bring your PDF back to Microsoft® Word Or Excel®  by going to File > Export and then pick your preferred export file type. This is especially useful if you need to make any changes to a text-based document but only have the PDF version.

Bluebeam Revu Tip #1

 

9. Collaborate  with your project partner using Studio Project or Studio Sessions

To get started, click on the Bluebeam Studio icon on the Panel Access and create a new account. Once logged in, you can use Studio Projects or Studio Sessions. Studio Projects is a single centralized location to store documents in the cloud. Studio Sessions let project teams review, mark up, and update the same files at the same time, allowing partners worldwide to connect on the same set of documents.

Bluebeam Revu Tip #9

Bluebeam Revu Tip #9

 

10. Apply scales to your toolsets

Go to the Tool Chest panel, choose the toolset you’d like to create a scale for, and select Properties > Set Scale. This allows your tools to automatically scale in relation to any calibrated drawing or viewport they are placed in. For example, a symbol in a toolset configured with a baseline scale of 1″ = 1′ becomes proportionately smaller when placed on a document set to  1″ = 10′ scale.

Bluebeam Revu Tip #10

 

11. Translate markup text

To translate markups, go to Document > Translate Markups. Choose the original language and the language you’d like to translate to, then click OK.

If you need to translate text that is in the original PDF, you can either select the text and copy and paste it into a text box, then follow the translation process above. Or, follow Tip # 9 followed by the translation process, and the translated text will appear in your Markups List summary report.

Bluebeam Revu Tip #11Bluebeam Revu Tip #11

12. Draw perfect lines, squares, and circles

A longtime favorite: Hold down the Shift key to draw a perfect line. square or circle when using the relative markup tool.

 

13. Quickly make copies of your markups

To quickly create a copy of any selected markup, hold down the Ctrl key, then click and drag the markup to the side. If you’d also like to paste it in the same place on another PDF, copy the markup and use Ctrl + Shift + V when you paste on the new page.

Blue Revu Tip #13

 

14. Hide the Panel Access

To minimize the Panel Access and have access to more screen real estate, click on the blue bar. Simply click on the blue bar again to bring it back.

Blue Revu Tip #14

Blue Revu Tip #14

 

15. Share Studio Project file links

Share a file from a Studio Project with anyone by using Share Link, which will provide a link that you can send to your collaborators. Simply right-click the file in your Studio Project and select Share Link.

The file can be password-protected and set to expire either at the end of the project or after 24 hours. As long as the link is valid, it will always contain the latest version of the document that has been updated within the Studio Project.

 

16. Adjust color on your PDF

This is a great option for CAD drawings! Go to Document > Color Processing to change the colors of PDF content. Color processing can also convert colorful PDFs to monochrome or grayscale.

Blue Revu Tip #16

Blue Revu Tip #16

 

17. Access the internet within Revu

Did you know that you can open a web page within Revu? Simply right-click next to your current document tab and select WebTab from the context menu.

Blue Revu Tip #17

 

18. Color-code your markups according to the status

Did you know that you can give markup statuses, such as approved or rejected? Then you can easily visualize the status of markups by color-coding them so that the colors change automatically as you change the status of the markup. This works really well with Punchkeys.

To color-code, a markup, go to the Status column in the Markups List, click on Manage Status, select a state (such as approved, rejected, etc.), and then select Modify to choose a color for that state.

Blue Revu Tip #18

Blue Revu Tip #18

 

19. Copy Spaces across multiple pages

Spaces, the feature in Revu for defining regions of a drawing, can be copied across other pages and files in Revu. This is a great way to save time from individually recreating each space if you are working on files with duplicate floors, such as health care or hospitality projects.

Go to the Spaces panel, right-click your selected Space name in the list and select “Copy”. You can also select multiple Paces in the list by holding down the Shift key while making your selections, and then choose Copy. Paste it into your selected document.

Blue Revu Tip #19

 

20. Quickly calculate area measurements within Spaces

You can get area measurements directly from Spaces. Just right-click on the Space and select “Create Area from Space.”

Blue Revu Tip #20

 

CUSTOMIZE KEYBOARD SHORTCUTS

Revu keyboard shortcuts can now be customized! So you can remap existing Revu shortcuts to match similar functions in other programs you already use or add new shortcuts to create your own personal list of frequently used commands. New customizable shortcuts include batch tools, sketch tools, cut content, erase content, and lots more.

How to create custom keyboard shortcuts

Select Revu on the Menu bar and click Keyboard Shortcuts. In the Keyboard Shortcuts window, select the tool or command you want to shortcut, enter the keystroke in the Shortcut field, and click Add. To use a shortcut already assigned to another tool, click Reassign.

All shortcuts listed in the Revu menu system will be automatically updated once a new shortcut has been assigned, making them easier to find and remember.

 

MOUSE NAVIGATION

KEYBOARD SHORTCUTS

Ready to try Revu?
Click here to get your free 30-day Bluebeam Revu trial today.

Want to purchase your Bluebeam Revu licenses?
Go visit our Online Store.

If you have any questions about Bluebeam, please contact bluebeam@microsolresources.com.

 

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Everything you need to know about Bluebeam Studio

Bluebeam offers two different versions of Studio. Although both versions provide the same core functionality for sharing and marking up documents with your co-workers, each of them has different administrative functions.

Bluebeam Studio

What is Bluebeam Studio? How much does Studio cost?

Bluebeam Studio is the free cloud-based version included with every copy of Bluebeam Revu.

Built into Bluebeam Revu, Studio enables powerful document management and real-time collaboration.

Studio Projects give you a single centralized location to store documents—even entire building projects—in the cloud. And Studio Sessions let project teams review, mark up and update the same files at the same time.


What are Studio Sessions?

Sessions enable document-based online real-time collaboration. They are accessible through the Revu interface. Only the host needs a Revu license to initiate a Studio Session, and all invited attendees can participate in the Session through Revu or Revu for iPad. If collaborators do not have a license of Revu, they can use Revu in View Mode or Vu for iPad.


What are Studio Projects?

Studio Projects enable streamlined document management by allowing you to store and manage your project files, including PDFs and other file types, in one place through the Revu interface. Teams can work with Project files regardless of internet access—simply sync files locally from a Project before going offline and re-sync any updates once you reconnect.

Collaborators who do not own a license of Revu can access the files using Revu in View Mode or Vu for iPad. Or, you can send them password-protected Share Links, which allow them to download a local copy of the files.


What type of permissions are available in Bluebeam Studio?

Bluebeam Studio—which includes options for organizations to have more administrative control over their Sessions and Projects—offers varying levels of permissions, from limiting the level of collaboration for internal users to managing participants outside of the organization. Learn more here.


Do I need to own Revu to access Bluebeam Studio?

You can access Studio and unlock the industry-standard markup tools in Revu without owning a license of the software. Download a trial of Revu to use in View Mode, or download the free Vu app for iPad.

Studio Session and Projects Comparison

Bluebeam Studio Prime

Studio Prime is a subscription-based cloud solution, offering administrative functions and access to external applications using the Bluebeam Studio API.

What is Studio Prime?

Studio Prime is a subscription that gives companies additional administrative and user management control over their Studio Projects and Sessions. Administrators can access Studio activity reports through the online Studio Prime Portal, as well as Folder Automations functionality and the Bluebeam Studio API for external application integrations.


Do I need to own Revu to manage a Studio Prime subscription account?

No, you do not need to own a seat of Bluebeam Revu to manage a Studio Prime account. You can access the online Studio Prime Portal to control user access and pull reports on user activity.


What are the different types of users within Studio Prime?

A Studio Prime subscription makes it easier to collaborate with outside vendors and project partners, giving your organization more control over each Studio participant. There are two types of users within Studio Prime: Members and Collaborators.

  • MEMBERS

    Members are users who are invited to join your Prime account. They could be employees, joint venture partners or anyone who needs to become a managed user.

  • COLLABORATORS

    Collaborators are external users that Members invite to attend managed Projects and Sessions. Collaborators could be superintendents, subcontractors or anyone who needs access to a Studio Project or Session within the Studio Prime account. Prime Administrators can control Collaborators’ access to Members’ managed Projects and Sessions.

When invited to the Studio Prime account, Members give Administrators the ability to manage their Studio account and associated Projects and Sessions. Collaborators, on the other hand, maintain control over their personal Studio account when joining or leaving a Project or Session within the Prime account.


How does an Administrator access the Studio Prime Portal to manage users and generate reports?

Administrators can access their Studio Prime account through the online Studio Prime Portal at studio.bluebeam.com.


What is the Bluebeam Studio API?

The Bluebeam Studio API lets Studio Prime subscribers create applications to manage their Studio Projects and Sessions. These applications can leverage Bluebeam Studio in a number of ways, including:

  • Studio Projects and Sessions: Add and create.
  • Project folders: Add or delete Project folders and manage folder permissions.
  • Studio files: Add, update, download, and delete Project and Session files, and restore file revisions.
  • Studio users: Invite or add users to Projects and Sessions, and manage user permissions.
  • Studio permissions: Manage Project and Session permissions.
  • Session activity: Get a report on all Session activity and create chat messages in a Session.
  • Studio jobs: Execute file-processing jobs on Project files.

What is Folder Automations?

Folder Automations is a feature in Studio Projects that allows Studio Prime subscribers to streamline repetitive PDF-based workflows across a large number of users. Subscribers can automatically perform a set of predefined actions to files in a Project folder, including:

  • Converting files
  • Delete pages
  • Export form data
  • Export markups
  • Extract pages
  • Flatten
  • Add headers and footers
  • Import custom columns
  • Insert blank pages
  • Insert pages
  • Process colors
  • Reduce file size
  • Repair page content
  • Reverse pages
  • Rotate pages
  • Stamp
  • Unflatten markups
  • Create PDF/A report
  • Save as PDF/A

What are the available file conversions supported by Studio Prime’s Folder Automations?

  • DWG to PDF
  • Word to PDF
  • Excel to PDF
  • Image (JPEG, TIFF, etc.) to PDF
  • PostScript to PDF

If you have any questions about Bluebeam Studio or Bluebeam Studio Prime, contact us at bluebeam@microsolresources.com.

If you want to have additional information about Bluebeam Studio Prime, click here to review our product page.

 

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Succeeding from Home: Working Remotely with Bluebeam Revu

Due to the preventative measures being taken around the world to combat the coronavirus (COVID-19), we understand many of you may be transitioning to working from home.

To assist during these difficult times we’ve put together a guide of the most useful tips for working remotely in Revu, so that you can continue completing the projects so important to your customers, partners, and communities.

 

Backing up & Restoring Settings

If you’re using Revu on a separate home computer, you’ll likely want to retain the same toolsets and profiles you use in the office. You can do this by backing up your settings, and then restoring those settings onto a new computer. Be sure to save your backup file to a portable device, or upload it to a location you can access from your new computer.

Stamps are not included in your Revu settings backup files. To import your stamps onto a new computer, see Backing up and restoring your stamps.

 

Downloading & Installing Revu onto a New Computer

You may need to download and install Revu if you’re using another computer outside the office. Revu 2019 uses the same installer across all editions. For Revu 2018 and below, be sure to download the edition specific to your Serial Number and Product Key. For example, if your license is assigned to Revu 2018 Standard, you won’t able to use the same licensing information for Revu 2018 eXtreme. To locate your Serial Number and Product Key, please contact us at bluebeam@microsolresources.com.

If you don’t have access to the licensing information specific to your copy of Revu, download a personal free 30-day trial from our site.

You’ll have full access to all features in Revu for 30 days. You’ll still be able to import all of your toolsets and profiles (as described above) so you can continue working as normal during this trial period.

After your 30-day trial, Revu will be set to view mode.

 

Registering a New Computer

If you’re the license owner and have access to your Serial Number and Product Key, you may want to unregister your office computer before using another computer outside the office. This will ensure you have enough seats available under your license. To do this, see Transferring your license to a new computer.

 

Studio Projects & Sessions

Studio allows you to keep working on your projects outside the office, even if you’re offline. Since Projects are stored in the cloud, you can access them from any computer with Revu installed. You can also continue collaborating with your project teams in real-time with Studio Sessions.

 

Looking to Enhance Project Collaboration in Real-time?

Review our “Everything you need to know about Bluebeam Studio” blog as we dive into how Revu’s integrated cloud solution, Bluebeam Studio, enables remote project partners from across the globe to collaborate on the same documents in real-time using industry-standard tools.

 

Looking to upgrade or get the new Bluebeam Revu?

Feel free to contact us at bluebeam@microsolresources.com, or give us a call at (888) 768-7568.

 

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